Filed April 26, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,203 | $142,392-85.8% | $119,622-83.1% | $134,532-85.0% |
| Participation rate | 45.5% | 82.8%-37.4pp | 79.3%-33.8pp | 81.2%-35.8pp |
| Annual return | -19.56% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,378 | $6,467-47.8% | $5,601-39.7% | $6,401-47.2% |
| Admin fee / account holder | $19 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |